In today’s episode, Torie Happe (Head of Partnerships at Holistiplan) and Deirdre Van Nest (Founder of Crazy Good Talks) sit down with Johnny Sandquist and Brodrick Lothringer to discuss the human side of financial advice – and the future of tech in finance.
It’s no secret that building connections with clients is a crucial aspect of successful financial planning – the tough part is figuring out how. How to create original messaging, keep conversations going, send out relevant and helpful content, post regularly to social media – it can feel like a lot, especially if you’re not seeing the needle move.
If you ask Deirdre Van Nest, she’ll give you “crazy good” tips on how connection is all about storytelling. Your clients and prospects want to know how you got to where you are and why you want to help them.
She’ll also let you in on one important distinction: Credibility isn’t the same thing as trust. To really grow your firm and let prospects know your “why,” you have to be able to tell a story that builds trust. Easy, right?
Although content creation is a tough hurdle for many advisors, Torie Happe of Holistiplan thinks that might change with the power of new AI-driven technology. Coining ChatGPT the “Canva of content creation,” Happe predicts that tech advancements will broaden marketing capabilities for advisors, without eliminating the need for a human touch.
Listen in to the full episode to hear more from these two industry experts, or click here to explore our other On the Circuit episodes.
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